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PortfolioSyncing

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Sync Fidelity portfolio data to Sheets safely.

Finance & Accounting#portfolio#csv#google-sheets#fidelity#data-sync#broker-import
AuthorAojdevStudio
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Import Fidelity CSV exports and sync them with Google Sheets DataHub to ensure portfolio data stays current, accurate, and protected from manual errors.

Core Features & Use Cases

  • Multi-broker support with Fidelity fully automated parsing and future-ready mappings for Schwab, Vanguard, and others.
  • Broker detection from user-profile.yaml to tailor CSV parsing and routing workflows.
  • Safe, auditable updates to Google Sheets: compare CSVs with the sheet, flag discrepancies, and enforce guardrails before applying changes.
  • Use Case: after downloading a Fidelity Portfolio_Positions CSV, run the PortfolioSyncing workflow to refresh the DataHub while preserving formulas.

Quick Start

Run the PortfolioSyncing workflow after downloading the Fidelity Portfolio_Positions and Balances CSVs to refresh DataHub.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: PortfolioSyncing
Download link: https://github.com/AojdevStudio/Finance-Guru/archive/main.zip#portfoliosyncing

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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